+85.8%
ROKU vs DOCU
+33.7%
+52.2%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +3.7% | -5.4% | -2.9% |
| 7D | -1.3% | +6.9% | -8.2% | -3.4% |
| 30D | +5.9% | +19.0% | -13.1% | -0.3% |
| 3M | +23.9% | +34.3% | -10.4% | +11.4% |
| 6M | +59.6% | +48.0% | +11.6% | +37.2% |
| YTD | +43.4% | 0.0% | +43.4% | +40.5% |
| 1Y | +60.2% | -10.3% | +70.4% | +61.4% |
| All | +85.8% | +33.7% | +52.2% | +14.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded DOCU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling